• 905-305-8775
  • 675 Cochrane Drive West Tower, Suite 220 Markham, ON, L3R 0B8

Home

Critiquing an Expert Report: Step 3 – Assumptions

The third and, in my view, most important step to critiquing an expert report involves identifying and assessing the reasonableness of the assumptions relied upon by the expert.  The extent to which the underlying assumptions are not reasonable and/or not supported can significantly impact the reliability of the findings.
An expert report should identify the underlying assumptions.  In...

Read More

Critiquing an Expert Report: Step 2 – Scope Limitations

After checking the author’s credentials, the second step to critiquing an expert report involves identifying any major scope limitations, restrictions and qualifications rendered on the conclusions.  This will help ascertain whether or not sufficient work was conducted by the expert to support the conclusions arrived at.  The extent to which the expert’s scope of review has been restricted can seriously impact the reliability of the findings co...

Read More

Critiquing an Expert Report: Step 1 – Credentials

The first step to critiquing an on damages involves reviewing the author’s credentials and qualifications.
 
The Rules of Civil Procedure stipulate that it is the expert’s duty to provide opinion evidence that is related only to matters that are within the expert’s area of expertise.  It therefore makes sense to conduct a thorough review of the expert’s area of exper...

Read More

10 Steps to Critiquing an Expert Report

(CBVs) support the business and legal communities in matters which include, but are not necessarily limited to, business valuation, value enhancement, exit planning and litigation support.
CBVs are frequently retained as independent experts in legal proceedings (e.g. commercial disputes, shareholder disputes, matrimonial disputes, etc.) to assist ...

Read More

Key Value Drivers – Finding Your Blue Ocean

Having a competitive advantage or industry niche is a key value driver for many businesses.  A potential purchaser will be very interested in a business that has a unique and meaningful product/service offering or one that has reduced or eliminated competition in the marketplace.
 
This reminds me of a book entitled "Blue Ocean Strategy", by W. Chan Kim and Renee Mauborgn...

Read More

December 4, 2012

"Building a Business for a Successful Transition" Jason Kwiatkowski, CA, CBV, ASA, CEPA delivers an information session to business owners and professional advisors on various topics related to building a business for a successful transition, including , exit planning, value enhancement, pre-sale planning and the Sellability Score. Comments and feedback from business owners in attendance included:      "I enjoyed hearing all this relevant informatio...

Read More

September 11, 2012

Jason Kwiatkowski, CA, CBV, ASA, CEPA and Jeff Ambrose, CA deliver a presentation to various lawyers at Borden Ladner Gervais on "The Role of Experts and Critiquing Expert Reports"

Read More

May 2012

Jason Kwiatkowski, CA, CBV, ASA, CEPA and Jeff Ambrose, CA interviewed for an article in the Bottom Line, "Good Valuation Can Be a Tax Shield", Mid-May 2012

Read More

Do You Think Like a Potential Purchaser?

While some business owners think they know what their business is worth, others have no clue.  Do you really know what a potential purchaser would be willing to pay for your business?

According to RBC , Your Essential Road Map:
"It is important to get a profes...

Read More

Exit Planning – A Business Needs Curb Appeal

You never get a second chance to make a first impression. is a key factor to creating the right impression.
Let’s say you’re in the market for buying a house and you go to see one that sounds like it may have potential.  How does it look on the outside?  The inside?  What about the location?  What is your general impression?
Read More
Skip to content